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Roblox (RBLX US) - Continued positive incremental improvements
Wong Tang Kit, Tommy,Li Yishan, Crystal
2025-09-12
Roblox (RBLX US) - 稳步向好,持续优化
王腾杰,李怡珊
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中国互联网行业 - 中东及北非主题NDR要点:海外机遇广阔且前景光明
李怡珊,王腾杰
2025-09-11
China Internet Sector - MENA themed NDR takeaway: Overseas opportunity broad and bright
Li Yishan, Crystal,Wong Tang Kit, Tommy
2025-09-11
Microsoft (MSFT US) - Leading AI+SAAS+CLOUD growth
Wong Tang Kit, Tommy,Li Yishan, Crystal
2025-09-10
Microsoft (MSFT US) - 领先的AI+SaaS+云增长格局
王腾杰,李怡珊
2025-09-10
Global AI/Robotics - Multiple catalysts driving robotics and AD, strong BUY on sector leaders
Liang Yonghuo,Harrison, Yin Haocheng
2025-09-09
全球人工智能/机器人 - 多重利好催化机器人及智驾链,强推重点龙头公司
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特步国际 (1368 HK) - 三季度展望稳健支撑持续增长
黄铭谦
2025-09-09
US Strategy Weekly (9 September 2025) - U.S. Economy Shows Marginal Slowdown; 75 bps Rate Cuts This Year Seen as Base Case
Ning Bo,Guo Shuyin
2025-09-09
美股市场周度更新 (2025/9/9) - 美国经济边际放缓,年内降息75基点成基准情形
𡩋铂,郭书音
2025-09-09
全球医药、医疗行业 - 2025 WCLC 肺癌大会:市场关注Summit亚组分析以及BD
陈铸鸿,陈泓道
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Global Pharmaceutical & Healthcare - 2025 WCLC lung cancer conference updates: Subgroup analysis and targeted therapy
Chen Zhuhong, Jonah,Chen Hongdao, George
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Xtep International (1368 HK) - Solid 3Q outlook supports steady growth
Wong Ming Him, Joseph
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HK Strategy Weekly (8 September 2025) - Eyes on non-ferrous metals and Hang Seng IT; A-H premium narrowing substantially amid index review
Ning Bo,Guo Shuyin
2025-09-08
港股市场周度更新 (2025/9/8) - 关注有色金属与恒生科技,指数调整致AH溢价显著收窄
𡩋铂,郭书音
2025-09-08
宏观报告 - 美国8月非农大幅不及预期,年内降息75bps几成定局
𡩋铂,郭书音
2025-09-08
Macro report - U.S. Aug Nonfarm Payrolls Miss Sharply, Fed on Track for 75bps of Rate Cuts by Year‑End
Ning Bo,Guo Shuyin
2025-09-08
港股月度策略报告 (2025/9) - 在波动中把握结构性机会
𡩋铂,郭书音
2025-09-07
HK Strategy Monthly (September 2025) - Capturing Structural Opportunities Amid Volatile Market
Ning Bo,Guo Shuyin
2025-09-07
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